Sudip Bandyopadhyay of Inditrade Capital highlights the positive impact of auto price hikes on margins despite cost inflation, praises Bajaj Auto and Maruti, and advises caution with Ola Electric and Tata Motors. Opportunities in midcaps, defence electronics, cement, power, BFSI, and realty (including Phoenix, Oberoi Realty, and DLF) are noted. Sudip Bandyopadhyay of Inditrade Capital highlights the positive impact of auto price hikes on margins despite cost inflation, praises Bajaj Auto and Maruti, and advises caution with Ola Electric and Tata Motors. Opportunities in midcaps, defence electronics, cement, power, BFSI, and realty (including Phoenix, Oberoi Realty, and DLF) are noted. Economic Times
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